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Rockwell Automation
ROK

Overview Fund Activity

986 hedge funds and large institutions have $19.7B invested in Rockwell Automation in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 345 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+18
Holders Change %
+1.86%
% of All Funds
17.05%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
106
Increased
345
Reduced
338
Closed
74
Calls
$120M
Puts
$116M
Net Calls
+$3.75M
Net Calls Change
-$6.17M

Top Buyers

1
Millennium Management
Millennium Management
New York
$205M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$322M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$295M
4
Citadel Advisors
Citadel Advisors
Florida
$121M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$87.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$144M
2
F
FIFTHDELTA
United Kingdom
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$213M
4
CVA
Ceredex Value Advisors
Florida
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
951
Mine & Arao Wealth Creation & Management
California
$6K – – –
HIA
952
Harbor Investment Advisory
Maryland
$5K -$682 -3 -12%
Jones Financial Companies
953
Jones Financial Companies
Missouri
$5K – – –
LTI
954
Laffer Tengler Investments
Tennessee
$4.95K +$4.95K +23 New
PCH
955
Polar Capital Holdings
United Kingdom
$4.32K +$3 +14 +0.1%
GWM
956
Geneos Wealth Management
Colorado
$4K -$18.6K -107 -82%
WOC
957
West Oak Capital
California
$4K – – –
FWM
958
Focused Wealth Management
New York
$4K +$211 +1 +6%
CYG
959
Clean Yield Group
Vermont
$4K +$4K +17 New
BWP
960
Baldwin Wealth Partners
Massachusetts
$3K -$29K -116 -91%
BAM
961
Bellevue Asset Management
Washington
$3K -$2K -10 -40%
IRC
962
Investors Research Corp
Georgia
$3K – – –
BAM
963
Byrne Asset Management
New Jersey
$3K – – –
BWL
964
Bogart Wealth LLC
Virginia
$3K +$3K +16 New
JFA
965
JNBA Financial Advisors
Minnesota
$2K -$9.33K -42 -82%
OLVIG
966
Oliver Lagore Vanvalin Investment Group
Michigan
$2K – – –
Kayne Anderson Rudnick Investment Management
967
Kayne Anderson Rudnick Investment Management
California
$2K – – –
AP
968
Atwood & Palmer
Missouri
$2K – – –
MCM
969
Manchester Capital Management
Vermont
$2K – – –
NFSG
970
Newbridge Financial Services Group
Florida
$2K – – –
DI
971
Disciplined Investments
Oklahoma
$2K +$1.25K +5 +167%
SIC
972
SJS Investment Consulting
Ohio
$2K +$2K +8 New
MFT
973
Moisand Fitzgerald Tamayo
Florida
$2K +$2K +9 New
AWM
974
Abound Wealth Management
Tennessee
$1.3K +$1.3K +6 New
S
975
Surevest
California
$1K – – –
37 38
39
40 41